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Bridgewater Associates’s Wendy's WEN Stock Holding History

Bridgewater Associates’s Portfolio WEN Stock Details WEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$375K Sell
53,949
-33,582
-38% -$258K ﹤0.01% 928
2025
Q4 		$729K Sell
87,531
-9,674
-10% -$83.5K ﹤0.01% 927
2025
Q3 		$890K Buy
+97,205
New +$998K ﹤0.01% 861
2023
Q1 		– Sell
-11,466
Closed -$259K – 913
2022
Q4 		$259K Buy
+11,466
New +$245K ﹤0.01% 786
2022
Q3 		– Sell
-14,353
Closed -$271K – 1028
2022
Q2 		$271K Buy
14,353
+2,243
+19% +$42.5K ﹤0.01% 953
2022
Q1 		$266K Buy
+12,110
New +$273K ﹤0.01% 945
2021
Q3 		– Sell
-12,000
Closed -$281K – 804
2021
Q2 		$281K Buy
+12,000
New +$275K ﹤0.01% 690

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bridgewater Associates's WEN Position: Q1 2026 in Review

Bridgewater Associates reduced its Wendy's (WEN) stake by 38% in Q1 2026, selling an estimated $258K and leaving 53,949 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Bridgewater Associates first reported a position in WEN in Q2 2021 and has held it in 7 quarters since. The position peaked at $890K in Q3 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Bridgewater Associates held 53,949 shares of Wendy's worth $375K as of Q1 2026.
  • Bridgewater Associates sold 33,582 Wendy's shares in Q1 2026, an estimated $258K.
  • Wendy's made up ﹤0.01% of Bridgewater Associates's portfolio in Q1 2026, its #928 holding.
  • Bridgewater Associates first reported a position in Wendy's in Q2 2021 and has held it in 7 quarters since.
  • Bridgewater Associates's Wendy's position peaked at $890K in Q3 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.